JFS Wealth Advisors’s Perficient Inc PRFT Stock Holding History

JFS Wealth Advisors’s Portfolio PRFT Stock Details PRFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6	Closed	-$453	–	2013
2024 Q3	$453	Sell	6 -1	-14%	-$75	﹤0.01%	1809
2024 Q2	$524	Sell	7 -2	-22%	-$128	﹤0.01%	1797
2024 Q1	$507	Buy	9 +3	+50%	+$196	﹤0.01%	1784
2023 Q4	$395	Hold	6	–	–	﹤0.01%	1835
2023 Q3	$348	Sell	6 -5	-45%	-$342	﹤0.01%	1797
2023 Q2	$917	Buy	11 +1	+10%	+$74	﹤0.01%	1638
2023 Q1	$722	Buy	10 +1	+11%	+$73	﹤0.01%	1661
2022 Q4	$628	Buy	9 +8	+800%	+$552	﹤0.01%	1697
2022 Q3	$0	Sell	1 -6	-86%	-$501	﹤0.01%	1963
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	1693
2022 Q1	$1K	Buy	7 +4	+133%	+$419	﹤0.01%	1775
2021 Q4	$0	Buy	+3	New	+$395	﹤0.01%	1917

Other funds holding PRFT

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JFS Wealth Advisors's PRFT Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 6 shares — an estimated $453 sold.

JFS Wealth Advisors first reported a position in PRFT in Q4 2021 and held it in 12 quarters. The position peaked at $1K in Q2 2022. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.

JFS Wealth Advisors reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
JFS Wealth Advisors sold 6 Perficient Inc shares in Q4 2024, an estimated $453.
JFS Wealth Advisors first reported a position in Perficient Inc in Q4 2021 and held it in 12 quarters.
JFS Wealth Advisors's Perficient Inc position peaked at $1K in Q2 2022.
1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.